Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STMOX (STERLING CAPITAL STRATTON REAL ESTATE FUND C SHARES) | 12.75% | 10.02% | 8.98% | 1.85% | 5.51% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STMOX (STERLING CAPITAL STRATTON REAL ESTATE FUND C SHARES) | 11/17/2015 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.06 | 10.02 | 8.98 | 1.85 | 5.51 | NA | NA | … | … | 12.75 | 0.33 | 5.16 | 12.15 | -26.89 | 37.20 | -1.59 | 25.54 | -3.81 | 6.76 | 7.30 | 4.84 |
| Sharpe Ratio | NA | 0.60 | 0.35 | -0.02 | 0.18 | NA | NA | … | … | 1.90 | -0.16 | 0.10 | 0.43 | -1.13 | 2.49 | -0.04 | 1.95 | -0.33 | 0.63 | 0.43 | 3.33 |
| Standard Deviation(%) | NA | 13.04 | 16.38 | 18.70 | 20.58 | NA | NA | … | … | 13.95 | 16.54 | 15.48 | 20.06 | 25.05 | 14.94 | 41.66 | 12.36 | 16.01 | 9.78 | 16.47 | 14.60 |
| Draw Down(%) | NA | 7.77 | 17.29 | 33.96 | 40.56 | NA | NA | … | … | 7.77 | 14.05 | 10.95 | 20.02 | 33.96 | 8.28 | 40.56 | 5.92 | 12.68 | 6.21 | 15.34 | 3.70 |
| Yield(%) | 0.00 | 4.59 | 6.11 | 5.13 | 5.51 | 4.18 | 3.13 | … | … | 0.50 | 4.59 | 6.13 | 7.56 | 4.93 | 8.75 | 3.26 | 5.80 | 4.39 | 4.18 | 7.43 | 2.69 |
Data as of 06/10/2026, Common starting date is 11/17/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMOX (STERLING CAPITAL STRATTON REAL ESTATE FUND C SHARES) |
-4.82%
Dec 2021 – Dec 2024 |
2.06%
Apr 2019 – Apr 2024 |
4.57%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMOX (STERLING CAPITAL STRATTON REAL ESTATE FUND C SHARES) |
19.23%
Dec 2018 – Dec 2021 |
11.72%
Dec 2016 – Dec 2021 |
6.14%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart